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A.O. Smith

499 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
173
Reduced
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
MinichMacGregor Wealth Management
New York
$6K
PA
477
Parallel Advisors
California
$6K
QCG
478
Quadrant Capital Group
Ohio
$6K +$819 +13 +10%
EARNEST Partners
479
EARNEST Partners
Georgia
$4K
EIP
480
Epoch Investment Partners
New York
$3.06K -$6.87K -109 -0.2%
MSA
481
Marino Stram & Associates
Massachusetts
$3K -$2.96K -47 -47%
AssetMark Inc
482
AssetMark Inc
California
$3K
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$3K
VFA
484
Valeo Financial Advisors
Indiana
$3K +$2.52K +40 +235%
CA
485
Centerpoint Advisors
Massachusetts
$3K +$3.21K +51 New
TG
486
TLP Group
Illinois
$2K -$200K -3,173 -99%
CTC
487
Central Trust Company
Missouri
$2K -$110K -1,750 -98%
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$2K
GRP
489
Global Retirement Partners
California
$2K
OFW
490
Omnia Family Wealth
Florida
$2K
RE
491
RBC Europe
United Kingdom
$1.18K +$1.26K +20 New
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.2K -19 -45%
DAM
493
Delta Asset Management
Tennessee
$1K
GWS
494
Glassman Wealth Services
Virginia
$1K
SMG
495
Spectrum Management Group
Indiana
$1K
EMG
496
ETF Managers Group
New Jersey
$49 +$13K +207 +15%
FRA
497
Front Row Advisors
California
$1
EA
498
Ecofin Advisors
United Kingdom
-$35.8M -563,487 Closed
Westfield Capital Management
499
Westfield Capital Management
Massachusetts
-$35.1M -551,375 Closed
BHC
500
Bowen Hanes & Co
Florida
-$21.6M -340,000 Closed